Jmc Wealth

Jmc Wealth (CRD# 140984) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Jmc Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Jordan Gales
CRD#: 6517528
1017 West Washington Boulevard, Suite 3e, Chicago, IL 60607
89
Wealthminder
score

Jordan Gales (CRD# 6517528) is an Investment Advisor Representative working at Jmc Wealth in Chicago, IL and has over 2 years of experience in the finance industry.

2
Julie M. Casserly
CRD#: 2661569
1017 West Washington, Suite 3 E, Chicago, IL 60607
86
Wealthminder
score

Julie Casserly (CRD# 2661569) is an Investment Advisor Representative working at Jmc Wealth in Chicago, IL and has over 22 years of experience in the finance industry. Julie Casserly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alexis P. Rivera
CRD#: 5189676
1017 West Washington, 3 E, Chicago, IL 60607
68
Wealthminder
score

Alexis Rivera (CRD# 5189676) is an Investment Advisor Representative working at Jmc Wealth in Chicago, IL and has over 2 years of experience in the finance industry.

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